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feat(simulation): add simulator basics #136

Merged
merged 6 commits into from
Jul 31, 2023
Merged

feat(simulation): add simulator basics #136

merged 6 commits into from
Jul 31, 2023

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MadeInPierre
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@MadeInPierre MadeInPierre commented Jul 27, 2023

Description

This PR adds a Simulator to apply a series of events until a final date is reached.

Implementation

This first version supports:

  • Monthly salaries/bonuses
  • Apply the expected performance of each investment at the end of each year
  • Auto-balance the portfolio by following the ideal amounts based on your targets

Steps

  • Create Timeline and manage a stack of Events
  • Simulate the portfolio's future and display its total worth
    • Display the total worth every 5 years in the performance panel
  • Step features
    • Autoapply recommendations (autobalance)
    • Apply yearly Performance & Inflation
  • Prepare for additional events :
    • Create loan, buy a house, sell stocks...
    • Apply taxes when transferring between envelopes
  • Docstrings
  • Documentation

@MadeInPierre MadeInPierre changed the title feat(simulation): create timeline structure, display worth evolution feat(simulation): add simulator basics Jul 27, 2023
@MadeInPierre MadeInPierre marked this pull request as ready for review July 31, 2023 20:46
@MadeInPierre MadeInPierre added the feature New feature or request label Jul 31, 2023
@MadeInPierre MadeInPierre merged commit 3349f66 into main Jul 31, 2023
@MadeInPierre MadeInPierre deleted the feat/simulation branch July 31, 2023 20:50
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